Displaying 133 results
MassMutual and iCapital unveil expanded alts platform
The firms have teamed up to build a centralized tech platform for advisors to access alternatives, structured notes, and annuities.
First Citizens Wealth boosts private investments for HNW clients
The North Carolina-based wealth firm is expanding its private equity, private debt, private real estate options for qualified individuals and institutions.
Goldman bolsters alts commitment with new lending solution
Extended to eligible RIA clients, the new offering takes the staid practice of securities lending to the alternative investment space.
iCapital unveils model portfolios for alts-focused advisors
The leading alternative investments provider is rolling out a suite of asset-allocation strategies across private equity, private credit, and real assets.
Spurs co-owner Sixth Street laying ground for debut sports fund
The San Francisco-based investment firm and NBA team stakeholder is reportedly in talks to raise its first vehicle for sports teams and leagues.
Hedge funds are making a run for safety, says Goldman
Portfolio positioning data show a shift toward defensive stocks as investing pros turn skittish on rate uncertainty.
Despite doubts on retail, private market allocations primed for growth
State Street report points to continuing shift in portfolios as infrastructure and private debt appetite proves robust among investors.
UHNW family offices are eyeing alts diversification, says JP Morgan
The financial giant offers a fresh snapshot into global family offices’ investment, governance, and succession planning concerns.
Future Proof unveils plans for Miami event
The Future Proof Citywide Event next year will assemble over 2,500 stakeholders across the wealth, alternatives, and fintech spaces.
Alts platform CAIS secures another partnership
The leading alternative investments provider is helping Captrust, the $800B wealth juggernaut, provide a better experience for advisors.
There’s a gender gap in emerging tech investment
Fintech platform’s poll shows men more likely than women to dive into crypto, blockchain, and alternative assets.
Summit sharpens HNW focus with souped-up alts platform
RIA unveils partnerships with leading tech and alts providers to arm advisors with a range of alternative investment options.
Baird simplifies alts platform with new CAIS partnership
The firms are deepening their longtime tech collaboration to create a unified alternative investments solution for Baird's more than 1,300 advisors.
James Caan estate case highlights rollover rules advisors need to know
An offer the IRS refused! The estate owes nearly $1 million in taxes and penalties.
iCapital eyes alts domination with Mirador acquisition
The deal for the data aggregation and reporting leader will create an end-to-end solution for HNW advisors and wealth firms.
Orion forges alternatives partnership with CAIS
The integration will give Orion’s advisor users more access to alts products, services and resources.
Morgan Stanley flexes private-market muscle with new service
Wirehouse’s new concierge desk broadens opportunities for wealth clients to invest in private secondary markets.
Fidelity moves to arm advisors with alts intelligence
The investment giant is helping to level the playing field against institutions with a new proprietary research portal.
Expanding an advisor’s playbook
Christopher Zook, founder of CAZ Investments, has created a global network of investors that enables access to private market opportunities, including professional sports teams.
Alt managers priming the retail sales pump for 2024
As investors pull money out of real estate investment trusts, asset managers are rolling out new products to get in front of financial advisors.
